Berkshire group of companies has appointed a dedicated team of relationship managers to provide front-line resolution support to its advisors.
The new team working at Berkshire’s head office will ensure all advisor concerns are addressed appropriately and dealt with in a timely manner.
The team, consisting of four relationship managers, Lewis Oteruelo, Heather Payne, Michel Deshenes and Claudia Vercillo will have dedicated regions across Canada and report to Craig Henshaw, vp operations and information technology.
“Our advisors will continue to have direct access to all executive management and department heads,” said Henshaw. “We pride ourselves that our executives and senior management are accessible by our advisors and that will not change. We simply felt it was necessary to provide our advisors with another key point of contact to help coordinate and manage a successful conclusion to any matter that falls outside the realm of our advisor services department, who primarily handle processing queries.”
Berkshire group of companies consists of Berkshire Investment Group Inc., Berkshire Securities Inc. and Berkshire Insurance Services Inc.
Berkshire appoints dedicated team of relationship managers
Move intended to strengthen business relations with advisors
- By: IE Staff
- July 12, 2006 July 12, 2006
- 12:55